About DataFloat
The financial intelligence platform for fractional CFOs and the finance teams they run.
Why we're building this
We watched fractional CFOs spend hours every week pulling data from disconnected systems and rebuilding the same reports for client after client. The tools to fix this existed for large enterprises. Nothing was built for the people doing this work across a book of clients.
No one should need to be a data engineer to get answers from their numbers.
So we are building it, starting with the workflows that hurt most: forecasting, reporting, and reconciliation across a whole book of clients. Longer term, one financial intelligence layer across every source a finance team touches.
Our Values
- Simplicity
- Powerful tools should feel effortless to use.
- Trust
- Read-only from QuickBooks. Never written back, never sold.
- Innovation
- Rethinking finance tooling, not tweaking it.
- Customer obsession
- We build from user conversations, not assumptions.
- Transparency
- Clear pricing, direct communication, no hidden trade-offs.
Backed By
Affiliated with
Meet the DataFloat Team
Advisors
Experienced operators who help us stay sharp.
Ready to try DataFloat?
Join a small group of fractional CFOs shaping what we build.